Bank Email
Email account settings are used in matching unsettled invoices with the help of incoming notifications of received payments. If you have set up an email account in the way set out below, you can see received payments and work with them (in Invoicing Bank E-mail) in the same way as if you had imported them manually.
For this function to work, it is necessary to set up ISPadmin as well as your bank account.
Relevant settings in ISPadmin
A new email account can be added by clicking on + Add New Bank e-Mail Account.
| Login name | Login name, format: This email address is being protected from spambots. You need JavaScript enabled to view it.. You can add more that one email address if you use more email accounts (addresses must be separated by a comma). |
| Server | Server address, format: mail.email.com |
| Income / Expense | Choose the protocol that is used to download emails. This protocol must be supported by the server in question. |
| Password/Password confirmation | Enter the password and confirm it. |
When you click on Save, a connection test is performed. Its result can be seen under the table (Connection test).
Relevant settings in the internet banking
Now it is necessary to set up the sending of notifications from your bank in the internet banking. Banks differ as to how this can be done. Here is an example - ČSOB.
After logging in, click on Information on accounts/transfers. In the upper right corner of the page, find the sending of information by SMS and email link. After clicking on this link, you can check the notifications of received payments box and set the email address to which notifications of received payments will be sent. It is necessary to check the email box here and then check the payment reception box in the detail option. Once you save the settings, notifications will be sent to the given email.
We recommend that you create a special email account for bank notifications which will not be used for any other communication and from which you will not download emails on any other computer (Otherwise, payments would be missing.).
ISPadmin supports emails from ČSOB written in Czech and Slovak.
It also supports all kinds of transactions (domestic transfers, international transfers and non-cash payments).
